Morgan Stanley
SPIP icon

Morgan Stanley’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Morgan Stanley’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Sell
387,984
-155,880
-29% -$4.07M ﹤0.01% 3560
2025
Q4 		$14.1M Sell
543,864
-19,383
-3% -$508K ﹤0.01% 3268
2025
Q3 		$14.8M Sell
563,247
-30,110
-5% -$787K ﹤0.01% 3173
2025
Q2 		$15.5M Buy
593,357
+47,872
+9% +$1.24M ﹤0.01% 3056
2025
Q1 		$14.4M Buy
545,485
+117,515
+27% +$3.03M ﹤0.01% 3010
2024
Q4 		$10.8M Sell
427,970
-16,256
-4% -$418K ﹤0.01% 3335
2024
Q3 		$11.7M Sell
444,226
-159,040
-26% -$4.11M ﹤0.01% 3309
2024
Q2 		$15.3M Buy
603,266
+12,260
+2% +$310K ﹤0.01% 2953
2024
Q1 		$15.1M Sell
591,006
-907,534
-61% -$23.2M ﹤0.01% 2979
2023
Q4 		$38.3M Buy
1,498,540
+99,771
+7% +$2.5M ﹤0.01% 2727
2023
Q3 		$34.7M Buy
1,398,769
+518,503
+59% +$13.1M ﹤0.01% 1907
2023
Q2 		$22.7M Sell
880,266
-127,398
-13% -$3.33M ﹤0.01% 2351
2023
Q1 		$26.9M Sell
1,007,664
-146,758
-13% -$3.84M ﹤0.01% 2116
2022
Q4 		$29.7M Sell
1,154,422
-264,079
-19% -$6.81M ﹤0.01% 1960
2022
Q3 		$36M Sell
1,418,501
-308,912
-18% -$8.46M ﹤0.01% 1584
2022
Q2 		$47.5M Sell
1,727,413
-91,881
-5% -$2.64M 0.01% 1404
2022
Q1 		$55.1M Buy
1,819,294
+83,453
+5% +$2.55M 0.01% 1238
2021
Q4 		$54.7M Buy
1,735,841
+379,301
+28% +$11.9M 0.01% 1275
2021
Q3 		$42.2M Buy
1,356,540
+325,534
+32% +$10.2M 0.01% 1415
2021
Q2 		$32.1M Buy
1,031,006
+2,849
+0.3% +$88K ﹤0.01% 1681
2021
Q1 		$31.4M Buy
1,028,157
+116,009
+13% +$3.58M ﹤0.01% 1531
2020
Q4 		$28.4M Buy
912,148
+53,214
+6% +$1.64M ﹤0.01% 1507
2020
Q3 		$26.5M Buy
858,934
+91,151
+12% +$2.8M 0.01% 1274
2020
Q2 		$23.1M Buy
767,783
+128,033
+20% +$3.81M 0.01% 1289
2020
Q1 		$18.6M Buy
639,750
+56,198
+10% +$1.62M 0.01% 1332
2019
Q4 		$16.7M Buy
583,552
+52,842
+10% +$1.51M ﹤0.01% 1829
2019
Q3 		$15.1M Sell
530,710
-16,008
-3% -$456K ﹤0.01% 1723
2019
Q2 		$15.5M Sell
546,718
-1,868
-0.3% -$52.1K ﹤0.01% 1723
2019
Q1 		$15.3M Buy
548,586
+4,746
+0.9% +$130K ﹤0.01% 1658
2018
Q4 		$14.7M Buy
543,840
+42,564
+8% +$1.14M ﹤0.01% 1738
2018
Q3 		$13.7M Sell
501,276
-22,950
-4% -$631K ﹤0.01% 2078
2018
Q2 		$14.6M Sell
524,226
-18,340
-3% -$506K ﹤0.01% 1958
2018
Q1 		$15.1M Buy
542,566
+130,644
+32% +$3.63M ﹤0.01% 1940
2017
Q4 		$11.6M Buy
411,922
+127,648
+45% +$3.6M ﹤0.01% 2253
2017
Q3 		$8.01M Buy
284,274
+10,322
+4% +$291K ﹤0.01% 2503
2017
Q2 		$7.69M Buy
273,952
+49,410
+22% +$1.4M ﹤0.01% 2427
2017
Q1 		$6.4M Buy
224,542
+4,346
+2% +$123K ﹤0.01% 2611
2016
Q4 		$6.19M Buy
220,196
+41,292
+23% +$1.17M ﹤0.01% 2766
2016
Q3 		$5.2M Sell
178,904
-15,284
-8% -$443K ﹤0.01% 2617
2016
Q2 		$5.65M Buy
194,188
+3,142
+2% +$90K ﹤0.01% 2504
2016
Q1 		$5.46M Sell
191,046
-3,060
-2% -$85.2K ﹤0.01% 2441
2015
Q4 		$5.3M Sell
194,106
-17,478
-8% -$482K ﹤0.01% 2611
2015
Q3 		$5.84M Buy
211,584
+310
+0.1% +$8.61K ﹤0.01% 2518
2015
Q2 		$5.89M Buy
211,274
+21,346
+11% +$601K ﹤0.01% 2637
2015
Q1 		$5.38M Buy
189,928
+16,182
+9% +$458K ﹤0.01% 2682
2014
Q4 		$4.86M Buy
173,746
+8,742
+5% +$246K ﹤0.01% 2753
2014
Q3 		$4.6M Buy
165,004
+14,934
+10% +$425K ﹤0.01% 2697
2014
Q2 		$4.3M Sell
150,070
-8,526
-5% -$241K ﹤0.01% 2791
2014
Q1 		$4.41M Sell
158,596
-35,134
-18% -$975K ﹤0.01% 2694
2013
Q4 		$5.27M Sell
193,730
-8,694
-4% -$241K ﹤0.01% 2514
2013
Q3 		$5.65M Sell
202,424
-68,806
-25% -$1.91M ﹤0.01% 2297
2013
Q2 		$7.53M Buy
+271,230
New +$8M ﹤0.01% 1942

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's SPIP Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 29% in Q1 2026, selling an estimated $4.07M and leaving 387,984 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Morgan Stanley first reported a position in SPIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.1M in Q1 2022. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Morgan Stanley held 387,984 shares of State Street SPDR Portfolio TIPS ETF worth $10.1M as of Q1 2026.
  • Morgan Stanley sold 155,880 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $4.07M.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3560 holding.
  • Morgan Stanley first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's State Street SPDR Portfolio TIPS ETF position peaked at $55.1M in Q1 2022.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.